AdFi
AB

Arturo Burgueno

Investment Adviser Representative at USA Financial Securities LLC

San Antonio, TXCRD #6350240Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Arturo Burgueno is an investment adviser representative with USA Financial Securities LLC in San Antonio, TX, where they have been registered since 2017. They have worked in the securities industry since 2014 and were previously registered with United Planners' Financial Services of America A Limited Partner. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
2 states and territories

Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/30/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 7/29/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/22/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

USA Financial Securities LLCCurrent
1/3/2017 – San Antonio, TX
USA Financial Securities LLCCurrent
1/3/2017 – San Antonio, TX
United Planners' Financial Services OF America A Limited Partner
1/6/2015 – 12/31/2016San Antonio, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. United Planners' Financial Services
    Jul 2014 – Dec 2016Scottsdale, AZ
  2. American Prosperity Group
    Jun 2014 – Dec 2016San Antonio, TX
  3. Concordia Investments LLC
    Dec 2013 – no end date reportedSan Antonio, TX
  4. The Society For Financial Awareness
    Apr 2015 – Sep 2019San Diego, CA
  5. USA Financial Securities
    Jan 2017 – no end date reportedAda, MI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About USA Financial Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

USA Financial offers coaching and consulting, incorporated compliance, transition assistance, marketing support, attentive operations, mergers/acquisition/succession, investments and asset management (including a TAMP introduced in 2016), financial planning, insurance and annuities, and integrated technology.

Financial PlanningInsuranceWealth Management
Firm areas of expertise
Independent Financial AdvisorsTAMPAsset ManagementFinancial PlanningInsurance And AnnuitiesComplianceCoaching And ConsultingMarketing SupportPractice ManagementMergers And AcquisitionsSuccession Planning+2 more

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
131
Offices listed on AdvisorFinder:
25
Main office:
Ada, MI
Founded:
1988
SEC file number:
801-68276

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at USA Financial Securities LLC

Showing 12 of 131 in the directory

View USA Financial Securities LLC firm profile

Similar advisors in San Antonio, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Arturo Burgueno has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Arturo Burgueno (USA Financial Securities) - Advisor Profile